+212.2%
RTX vs DOCU
+111.8%
+100.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | +1.3% | -3.7% | +5.0% | +1.6% |
| 30D | +7.6% | +15.0% | -7.3% | +6.6% |
| 3M | -8.6% | +39.9% | -48.5% | -10.9% |
| 6M | +15.6% | +66.2% | -50.5% | +11.1% |
| YTD | +9.4% | +17.7% | -8.3% | +7.5% |
| 1Y | +14.7% | +13.7% | +1.0% | +13.0% |
| 3Y | +154.7% | +95.9% | +58.8% | +136.0% |
| 5Y | +150.9% | -71.7% | +222.5% | +158.8% |
| All | +212.2% | +111.8% | +100.4% | +138.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling